Your light in the dark
The Certified Financial Advisor Toronto Trusts
Kurt Rosentreter is ready to help with all aspects of your financial affairs: from investing, tax consulting and estate planning to pre-retirement, post-retirement, insurance and cash flow management among other planning needs.
Meet Kurt & The Team
Providing Goal Based Planning as Your Personal CFO
As Canada's leading certified financial planner, for almost twenty five years Kurt Rosentreter has been committed to helping families manage their finances properly.
As a Senior Financial Advisor at Manulife Securities Incorporated, in his Toronto based practice, as an Instructor of Financial Planning courses he teaches across Canada. As a media spokesperson on money issues for the national press on TV, radio, and in print, Kurt provides practical and common sense financial advice in easy to understand language.
video series
Retirement Planning Essentials
Kurt is creating new videos teaching Canadians how to save money, and avoid headaches. As an independent financial planner, Kurt’s expert advice can save you time and money in your day-to-day life.
Watch Kurt’s newest video, on the essentials everyone needs to know when considering what to prepare for retirement.
Custom-tailored Advisory Relationships
with Kurt & His Team
All fees are flexible to fit any budget. Every year fee levels are revisited to ensure your continued satisfaction with value. As long as you are practical in your service and fee expectations, it will be possible to design an advisory relationship together.
Kurt and the team are dedicated to being transparent and open about services and pricing. They ask the right questions to understand your financial plans, and create a unique path towards your goals, a timeline, and expected cost.
The Financial Planner for Canadians
As a Personal CFO, Kurt offers one source for all of your personal finance advice needs. Certified financial planner fees are custom tailored with no standard schedules.
